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Stifel Financial Corp

SEC CIK
0000720672
最新申報
2026/8/12

2024 年第 2 季持倉

持倉截至 2024/6/30,2024/8/13 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
3,362
較 2024 年第 1 季 +26
總值
$888.7 億
較 2024 年第 1 季 +$10.9 億 (+1.2%)
申報日
2024/8/13
SEC
Stifel Financial Corp 在 2024 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MSFTMicrosoft CorpStock7,145,811$31.9 億3.6%−87,929−1.2%減碼歷史
AAPLApple Inc.Stock11,672,054$24.6 億2.8%+364,829+3.2%加碼歷史
NVDANVIDIA CorpStock18,304,408$22.6 億2.5%−897,322−4.7%減碼依 10 比 1 拆股換算歷史
AMZNAmazon Com IncStock8,170,026$15.8 億1.8%+147,091+1.8%加碼歷史
GOOGLAlphabet Inc.Stock6,432,730$11.7 億1.3%−125,882−1.9%減碼歷史
VVisa Inc.Stock3,787,652$9.94 億1.1%+2,018+0.1%加碼歷史
PEPPepsiCo IncStock5,314,011$8.76 億1.0%+57,823+1.1%加碼歷史
HDHome Depot, Inc.Stock2,529,964$8.71 億1.0%+6,573+0.3%加碼歷史
WMTWalmart Inc.Stock12,830,308$8.69 億1.0%+29,461+0.2%加碼歷史
MRKMerck & Co., Inc.Stock7,006,095$8.67 億1.0%−31,994−0.5%減碼歷史
UNHUnitedHealth Group IncStock1,698,517$8.65 億1.0%−23,540−1.4%減碼歷史
JPMJPMorgan Chase & CoStock4,224,978$8.55 億1.0%−79,358−1.8%減碼歷史
SPYSPDR S&P 500 ETF TrustETF1,537,071$8.37 億0.9%−5,772−0.4%減碼歷史
AVGOBroadcom Inc.Stock509,441$8.18 億0.9%−6,609−1.3%減碼歷史
PGProcter & Gamble CoStock4,409,093$7.27 億0.8%+34,497+0.8%加碼歷史
LINLinde PLCStock1,640,704$7.20 億0.8%−11,324−0.7%減碼歷史
Vanguard S&P 500 ETF922908363ETF1,435,402$7.18 億0.8%+19,886+1.4%加碼–
iShares S&P 500 Growth ETF464287309ETF7,452,843$6.90 億0.8%+166,138+2.3%加碼–
iShares Core MSCI Eafe ETF46432F842ETF9,399,038$6.83 億0.8%+127,865+1.4%加碼–
LLYEli Lilly & CoStock730,203$6.61 億0.7%+2,218+0.3%加碼歷史
JNJJohnson & JohnsonStock4,444,254$6.50 億0.7%+63,692+1.5%加碼歷史
COSTCostco Wholesale CorpStock763,346$6.49 億0.7%−21,309−2.7%減碼歷史
GOOGAlphabet Inc.Stock3,527,895$6.47 億0.7%−15,549−0.4%減碼歷史
METAMeta Platforms, Inc.Stock1,175,554$5.93 億0.7%+20,655+1.8%加碼歷史
LMTLockheed Martin CorpStock1,229,623$5.74 億0.6%+7,451+0.6%加碼歷史
ACNAccenture plcStock1,863,918$5.66 億0.6%−16,713−0.9%減碼歷史
TXNTexas Instruments IncStock2,900,090$5.64 億0.6%−43,971−1.5%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF1,508,606$5.50 億0.6%+11,270+0.8%加碼–
KOCoca Cola CoStock8,352,838$5.32 億0.6%+60,161+0.7%加碼歷史
UNPUnion Pacific CorpStock2,274,022$5.15 億0.6%−22,901−1.0%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF5,167,274$5.02 億0.6%−455,470−8.1%減碼–
WMWaste Management IncStock2,350,725$5.02 億0.6%−34,890−1.5%減碼歷史
EMREmerson Electric CoStock4,461,653$4.91 億0.6%−64,428−1.4%減碼歷史
CLColgate Palmolive CoStock5,029,810$4.88 億0.5%−50,277−1.0%減碼歷史
CVXChevron CorpStock3,022,964$4.73 億0.5%+44,644+1.5%加碼歷史
APHAmphenol CorpCL A7,014,661$4.73 億0.5%−263,821−3.6%減碼依 2 比 1 拆股換算歷史
AMGNAmgen IncStock1,461,611$4.57 億0.5%+28,475+2.0%加碼歷史
ADPAutomatic Data Processing IncStock1,905,679$4.55 億0.5%+5,494+0.3%加碼歷史
CSCOCisco Systems, Inc.Stock9,491,684$4.51 億0.5%−259,394−2.7%減碼歷史
ETNEaton Corp plcStock1,426,549$4.47 億0.5%−29,005−2.0%減碼歷史
MDTMedtronic plcStock5,677,320$4.47 億0.5%+69,377+1.2%加碼歷史
TSCOTractor Supply CoCOM1,649,312$4.45 億0.5%−20,822−1.2%減碼歷史
CHDChurch & Dwight Co IncCOM4,273,920$4.43 億0.5%−21,842−0.5%減碼歷史
iShares S&P 500 Value ETF464287408ETF2,427,692$4.42 億0.5%+3,165+0.1%加碼–
ABBVAbbVie Inc.Stock2,529,702$4.34 億0.5%+73,733+3.0%加碼歷史
XOMExxonMobil Holdings CorpCOM3,756,942$4.33 億0.5%+589,208+18.6%加碼歷史
CMICummins IncStock1,519,809$4.21 億0.5%−36,531−2.3%減碼歷史
iShares Tr464287150CORE S&P TTL STK3,511,331$4.17 億0.5%+628,384+21.8%加碼–
APDAir Products & Chemicals, Inc.Stock1,614,172$4.17 億0.5%−28,147−1.7%減碼歷史
Invesco QQQ Trust Series I46090E103ETF868,761$4.16 億0.5%+62,796+7.8%加碼–
ADBEAdobe Inc.Stock747,589$4.15 億0.5%−86,297−10.3%減碼歷史
iShares Core S&P 500 ETF464287200ETF755,300$4.13 億0.5%−27,935−3.6%減碼–
ITWIllinois Tool Works IncStock1,740,106$4.12 億0.5%−2810.0%減碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF4,471,729$4.10 億0.5%+51,035+1.2%加碼–
BRK.BBerkshire Hathaway IncStock1,006,407$4.09 億0.5%+62,727+6.6%加碼歷史
GWWW.W. Grainger, Inc.Stock432,646$3.90 億0.4%−6,487−1.5%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF7,521,143$3.72 億0.4%−27,703−0.4%減碼–
TJXTJX Companies IncStock3,357,771$3.70 億0.4%−52,348−1.5%減碼歷史
TMOThermo Fisher Scientific Inc.Stock659,980$3.65 億0.4%+2,238+0.3%加碼歷史
SBUXStarbucks CorpStock4,547,686$3.54 億0.4%+116,271+2.6%加碼歷史
HONHoneywell International IncCOM1,576,415$3.37 億0.4%+27,572+1.8%加碼歷史
IBMInternational Business Machines CorpStock1,912,807$3.31 億0.4%+69,999+3.8%加碼歷史
iShares Russell 1000 Value ETF464287598ETF1,876,813$3.27 億0.4%+213,570+12.8%加碼–
PANWPalo Alto Networks IncStock957,078$3.24 億0.4%−36,494−3.7%減碼歷史
iShares Tr464288588MBS ETF3,522,971$3.23 億0.4%−29,051−0.8%減碼–
QCOMQualcomm IncStock1,615,316$3.22 億0.4%−193,353−10.7%減碼歷史
NFLXNetflix IncStock475,629$3.21 億0.4%+5,885+1.3%加碼歷史
CRMSalesforce, Inc.Stock1,229,072$3.16 億0.4%−126,101−9.3%減碼歷史
CLXClorox CoStock2,296,859$3.13 億0.4%+30,803+1.4%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock1,588,602$3.13 億0.4%+6,133+0.4%加碼歷史
NOWServiceNow, Inc.Stock381,622$3.00 億0.3%−33,939−8.2%減碼歷史
MAMastercard IncStock653,886$2.88 億0.3%+10,460+1.6%加碼歷史
GPCGenuine Parts CoStock2,032,578$2.81 億0.3%−4,871−0.2%減碼歷史
MCDMcDonalds CorpStock1,077,236$2.75 億0.3%+29,379+2.8%加碼歷史
ORCLOracle CorpStock1,933,592$2.73 億0.3%−33,286−1.7%減碼歷史
NKENIKE, Inc.Stock3,517,969$2.65 億0.3%−11,550−0.3%減碼歷史
INTUIntuit Inc.Stock402,947$2.65 億0.3%+6,735+1.7%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF694,876$2.60 億0.3%+1,536+0.2%加碼–
VZVerizon Communications IncStock6,217,455$2.56 億0.3%+117,034+1.9%加碼歷史
NVONovo Nordisk A SADR1,772,032$2.53 億0.3%+74,716+4.4%加碼歷史
CTASCintas CorpStock354,738$2.48 億0.3%−2,121−0.6%減碼歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF5,456,142$2.48 億0.3%+175,085+3.3%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF1,436,157$2.45 億0.3%+77,267+5.7%加碼–
PFEPfizer IncStock8,687,018$2.43 億0.3%+346,682+4.2%加碼歷史
SPGIS&P Global Inc.Stock540,048$2.41 億0.3%+40,351+8.1%加碼歷史
NSCNorfolk Southern CorpStock1,083,159$2.33 億0.3%+22,471+2.1%加碼歷史
TGTTarget CorpStock1,551,891$2.30 億0.3%+5060.0%加碼歷史
ASMLASML Holding NVADR222,712$2.28 億0.3%−206−0.1%減碼歷史
BHVNBiohaven Ltd.COM6,480,577$2.25 億0.3%+253,154+4.1%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF1,025,286$2.24 億0.3%+11,843+1.2%加碼–
CATCaterpillar IncStock670,994$2.24 億0.3%+28,120+4.4%加碼歷史
Vanguard Information Technology ETF92204A702ETF374,394$2.16 億0.2%+3,534+1.0%加碼–
ABTAbbott LaboratoriesStock2,060,877$2.14 億0.2%+136,144+7.1%加碼歷史
Vanguard Morningstar Value ETF922908744ETF1,329,353$2.13 億0.2%+28,453+2.2%加碼–
NEENextera Energy IncStock2,980,252$2.11 億0.2%−62,789−2.1%減碼歷史
PLDPrologis, Inc.REIT1,876,210$2.11 億0.2%+467,314+33.2%加碼歷史
WMBWilliams Companies, Inc.COM4,940,716$2.10 億0.2%−87,052−1.7%減碼歷史
DHRDanaher CorpStock836,132$2.09 億0.2%−10,564−1.2%減碼歷史
UPSUnited Parcel Service IncStock1,514,316$2.07 億0.2%−9,747−0.6%減碼歷史
SYKStryker CorpStock577,708$1.97 億0.2%+38,661+7.2%加碼歷史

2024 年第 1 季之後清倉(132 檔)

2024 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 132 檔。

Stifel Financial Corp 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
PXDPioneer Natural Resources CoCOM272,583$7,156 萬0.1%歷史
WisdomTree Tr97717X131INTL QULTY DIV590,342$2,247 萬<0.1%–
SWAVShockwave Medical, Inc.COM43,050$1,402 萬<0.1%歷史
Legg Mason ETF Invt Tr524682101CLRBRG GWT ETF137,145$714.3 萬<0.1%–
DOORMasonite International CorpCOM24,324$319.7 萬<0.1%歷史
First Tr Exchange-Traded FD33733E807NAT GAS ETF116,429$319.5 萬<0.1%–
Invesco Exch Traded FD Tr II46138E172S&P SMLCP STAP69,458$258.6 萬<0.1%–
CPECallon Petroleum CoCOM69,307$247.8 萬<0.1%歷史
WisdomTree Tr97717W836JP SMALLCP DIV27,180$210.1 萬<0.1%–
PERIPerion Network Ltd.SHS NEW89,352$200.9 萬<0.1%歷史
HCPHashiCorp, Inc.COM CL A71,302$192.2 萬<0.1%歷史
RCIRogers Communications IncCL B46,692$191.4 萬<0.1%歷史
BTGB2GOLD CorpCOM711,342$185.7 萬<0.1%歷史
CPRICapri Holdings LtdSHS37,900$171.7 萬<0.1%歷史
STKLSunOpta Inc.COM245,193$168.4 萬<0.1%歷史
RPDRapid7, Inc.COM32,398$158.9 萬<0.1%歷史
INMDInMode Ltd.SHS71,896$155.4 萬<0.1%歷史
KOPKoppers Holdings Inc.COM27,183$150.0 萬<0.1%歷史
AGXArgan IncStock28,500$144.0 萬<0.1%歷史
Invesco Exchange Traded FD T46137V571GLOBAL DRGN CN55,492$136.4 萬<0.1%–
HIHillenbrand, Inc.COM26,915$135.4 萬<0.1%歷史
CSTRCapStar Financial Holdings, Inc.COM60,696$122.0 萬<0.1%歷史
iShares Inc464286707MSCI FRANCE ETF28,827$119.4 萬<0.1%–
Crescent PT Energy Corp22576C101COM135,671$111.1 萬<0.1%–
LZLegalzoom.com, Inc.COM78,711$105.0 萬<0.1%歷史
CCBGCapital City Bank Group IncCOM36,772$101.9 萬<0.1%歷史
EDREndeavor Group Holdings, Inc.CL A COM37,728$97.1 萬<0.1%歷史
First Tr Energy Infrastrctr33738C103COM49,818$90.5 萬<0.1%–
AMNBAmerican National Bankshares Inc.COM17,555$83.8 萬<0.1%歷史
OPRTOportun Financial CorpCOM336,472$81.8 萬<0.1%歷史
ProShares Tr74347G804K1 FRE CRD OIL16,776$80.1 萬<0.1%–
iShares Tr464287713US TELECOM ETF35,328$77.7 萬<0.1%–
VanEck Digital Native Economy ETF92189F882ETF18,058$77.5 萬<0.1%–
Victory Portfolios II92647N568USAA MSCI USA SM9,441$75.9 萬<0.1%–
Nushares ETF Tr67092P409NUVEEN ESG MIDCP14,447$64.3 萬<0.1%–
CEMClearBridge MLP & Midstream Fund Inc.COM13,269$60.7 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN10019,510$56.4 萬<0.1%–
DBOInvesco DB Oil FundOIL FD35,521$55.2 萬<0.1%歷史
Pacer FDS Tr69374H717LUNT LRG CP ALTR15,565$54.5 萬<0.1%–
ESNTEssent Group Ltd.COM9,127$54.3 萬<0.1%歷史
AIRCApartment Income REIT Corp.COM16,629$54.0 萬<0.1%歷史
VIPSVipshop Holdings LtdSPONSORED ADS A30,972$51.3 萬<0.1%歷史
BBSIBarrett Business Services IncCOM3,822$48.4 萬<0.1%歷史
SGSweetgreen, Inc.COM CL A19,168$48.4 萬<0.1%歷史
LBAILakeland Bancorp IncCOM39,705$48.0 萬<0.1%歷史
ARVNArvinas, Inc.COM11,638$48.0 萬<0.1%歷史
Invesco Exchange Traded FD T46137V662PHARMACEUTICALS5,781$46.3 萬<0.1%–
MODNModel N, Inc.COM15,785$44.9 萬<0.1%歷史
WORWorthington Enterprises, Inc.COM6,730$41.9 萬<0.1%歷史
GNKGenco Shipping & Trading LtdSHS20,379$41.4 萬<0.1%歷史
SPDR Series Trust78464A722ST STR SP PHARMA8,860$38.2 萬<0.1%–
BOOMDMC Global Inc.COM18,302$35.7 萬<0.1%歷史
NFENew Fortress Energy Inc.COM CL A11,562$35.4 萬<0.1%歷史
MASIMasimo CorpCOM2,397$35.2 萬<0.1%歷史
ERIEErie Indemnity CoCL A872$35.0 萬<0.1%歷史
HLVXHilleVax, Inc.COM20,847$34.7 萬<0.1%歷史
First Tr MLP & Energy Incom33739B104COM35,325$34.2 萬<0.1%–
CTLTCatalent, Inc.COM6,001$33.9 萬<0.1%歷史
GOGrocery Outlet Holding Corp.COM11,651$33.5 萬<0.1%歷史
PBPBPotbelly CorpCOM26,750$32.4 萬<0.1%歷史
iShares Ibonds Dec 2029 Term Muni Bond ETF46436E163ETF12,686$32.0 萬<0.1%–
FWRGFirst Watch Restaurant Group, Inc.COM12,967$31.9 萬<0.1%歷史
SNNSmith & Nephew PLCSPDN ADR NEW12,536$31.8 萬<0.1%歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ5,321$30.0 萬<0.1%–
WEXWEX Inc.COM1,258$29.9 萬<0.1%歷史
PPBIPacific Premier Bancorp IncCOM12,135$29.1 萬<0.1%歷史
PRFTPerficient IncCOM5,054$28.4 萬<0.1%歷史
DJTTrump Media & Technology Group Corp.Stock4,571$28.3 萬<0.1%歷史
CXMSprinklr, Inc.CL A21,749$26.7 萬<0.1%歷史
TSTenaris SASPONSORED ADS6,679$26.2 萬<0.1%歷史
MSMMSC Industrial Direct Co IncCL A2,680$26.0 萬<0.1%歷史
SMMFSummit Financial Group, Inc.COM9,529$25.9 萬<0.1%歷史
BEAMBeam Therapeutics Inc.COM7,626$25.2 萬<0.1%歷史
LILi Auto Inc.SPONSORED ADS8,157$24.7 萬<0.1%歷史
ASOAcademy Sports & Outdoors, Inc.COM3,605$24.3 萬<0.1%歷史
ACHAccendra Health IncStock8,188$22.7 萬<0.1%歷史
TFSLTFS Financial CORPCOM18,037$22.7 萬<0.1%歷史
XPELXPEL, Inc.COM4,172$22.5 萬<0.1%歷史
Copel-ADR20441B605ADR28,952$22.4 萬<0.1%–
INBKFirst Internet BancorpCOM6,409$22.3 萬<0.1%歷史
Franklin Templeton ETF Tr35473P827FTSE CANADA6,344$22.0 萬<0.1%–
iShares Inc46434G780MSCI SINGPOR ETF11,726$21.5 萬<0.1%–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM10,144$21.3 萬<0.1%歷史
iShares Tr46435G441ESG ADVNCD HY BD4,655$21.3 萬<0.1%–
OMCLOmnicell, Inc.COM7,272$21.3 萬<0.1%歷史
J P Morgan Exchange-Traded F46641Q407JPMORGAN DIVER1,885$21.1 萬<0.1%–
ODDOddity Tech LtdSHS CL A4,840$21.0 萬<0.1%歷史
PGCPeapack Gladstone Financial CorpCOM8,433$20.5 萬<0.1%歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW5,760$20.4 萬<0.1%歷史
CUZCousins Properties IncCOM NEW8,485$20.4 萬<0.1%歷史
WisdomTree Tr97717W786INTL DIV EX FINL4,969$20.4 萬<0.1%–
SWXSouthwest Gas Holdings, Inc.COM2,646$20.1 萬<0.1%歷史
iShares Tr46434V464LOW CA OP MS ETF1,118$20.1 萬<0.1%–
SILKSilk Road Medical IncCOM10,324$18.9 萬<0.1%歷史
PRMWPrimo Water CorpCOM10,084$18.4 萬<0.1%歷史
NREFNexPoint Real Estate Finance, Inc.COM12,760$18.3 萬<0.1%歷史
MQYBlackRock Muniyield Quality Fund, Inc.COM14,385$17.6 萬<0.1%歷史
LANDGladstone Land CorpCOM11,008$14.7 萬<0.1%歷史
GOOSCanada Goose Holdings Inc.SHS SUB VTG11,854$14.3 萬<0.1%歷史
EXTRExtreme Networks IncCOM12,137$14.0 萬<0.1%歷史